Broadcom Inc.
As of Fiscal Year 2025 (ended November 2, 2025)
Key KPIs at a Glance
| Metric | Value |
|---|---|
| Total revenue (FY2025) | $63.89 billion, up 24% year-over-year |
| AI semiconductor revenue (FY2025) | $20 billion, up 65% year-over-year (Q4 FY2025 earnings call) |
| GAAP operating income (FY2025) | $25.48 billion, up from $13.46 billion in FY2024 |
| Adjusted EBITDA (FY2025) | $43.0 billion, up 35% year-over-year |
| AI backlog (as of Q4 FY2025 earnings call, December 2025) | $73 billion in custom AI accelerator (XPU) and networking orders, expected to ship over the next several quarters |
| Fiscal 2026 AI semiconductor revenue guidance | approximately $56 billion, up about 180% year-over-year (company guidance, Q4 FY2025 earnings call) |
| Infrastructure Software gross margin (Q4 FY2025) | 93% |
Sources: Segment revenue figures are from Broadcom's Q4/Fiscal 2025 earnings release (reported December 2025). The AI-semiconductor-vs-other split of Semiconductor Solutions revenue, and the fiscal 2023 AI revenue figure, are derived from full-year AI revenue figures CEO Hock Tan gave on the Q4 FY2025 and Q4 FY2024 earnings calls (Broadcom does not break AI revenue out as its own line item in the earnings release itself) -- the fiscal 2023 figure specifically is calculated from the disclosed 220% year-over-year growth rate for fiscal 2024, not a number Broadcom stated directly.